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Paradigm Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Paradigm Financial Advisors’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$301K Buy
6,163
+684
+12% +$34.4K 0.07% 164
2021
Q3 		$276K Hold
5,479
– – 0.06% 165
2021
Q2 		$302K Sell
5,479
-166
-3% -$9.02K 0.07% 160
2021
Q1 		$301K Sell
5,645
-750
-12% -$41.1K 0.07% 151
2020
Q4 		$330K Sell
6,395
-623
-9% -$30K 0.09% 121
2020
Q3 		$309K Sell
7,018
-1,620
-19% -$71.1K 0.09% 99
2020
Q2 		$345K Sell
8,638
-1,461
-14% -$54.7K 0.11% 90
2020
Q1 		$345K Buy
10,099
+983
+11% +$40.3K 0.13% 86
2019
Q4 		$409K Sell
9,116
-196
-2% -$8.41K 0.14% 90
2019
Q3 		$381K Sell
9,312
-1,469
-14% -$60.6K 0.15% 89
2019
Q2 		$463K Buy
10,781
+49
+0.5% +$2.08K 0.17% 79
2019
Q1 		$461K Hold
10,732
– – 0.17% 77
2018
Q4 		$419K Buy
10,732
+489
+5% +$19.6K 0.19% 77
2018
Q3 		$439K Buy
10,243
+167
+2% +$7.21K 0.17% 79
2018
Q2 		$436K Sell
10,076
-555
-5% -$25.7K 0.19% 79
2018
Q1 		$513K Buy
10,631
+126
+1% +$6.18K 0.22% 70
2017
Q4 		$495K Buy
10,505
+96
+0.9% +$4.44K 0.22% 67
2017
Q3 		$466K Buy
10,409
+1,833
+21% +$80.7K 0.23% 69
2017
Q2 		$355K Sell
8,576
-341
-4% -$13.9K 0.18% 74
2017
Q1 		$351K Sell
8,917
-51
-0.6% -$1.94K 0.18% 78
2016
Q4 		$313K Sell
8,968
-1,914
-18% -$69K 0.17% 78
2016
Q3 		$407K Sell
10,882
-938
-8% -$34.3K 0.24% 63
2016
Q2 		$406K Sell
11,820
-700
-6% -$23.5K 0.25% 63
2016
Q1 		$428K Sell
12,520
-3,021
-19% -$93.6K 0.17% 57
2015
Q4 		$500K Buy
15,541
+761
+5% +$26.1K 0.31% 56
2015
Q3 		$484K Buy
14,780
+4,030
+37% +$142K 0.32% 55
2015
Q2 		$425K Sell
10,750
-612
-5% -$25.6K 0.32% 58
2015
Q1 		$455K Hold
11,362
– – 0.35% 53
2014
Q4 		$446K Sell
11,362
-231
-2% -$9.39K 0.36% 52
2014
Q3 		$481K Buy
11,593
+389
+3% +$17.2K 0.41% 53
2014
Q2 		$484K Sell
11,204
-495
-4% -$21K 0.41% 55
2014
Q1 		$480K Buy
11,699
+636
+6% +$25K 0.44% 52
2013
Q4 		$462K Buy
+11,063
New +$463K 0.45% 52

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Paradigm Financial Advisors's EEM Position: Q4 2021 in Review

Paradigm Financial Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 12% in Q4 2021, buying an estimated $34.4K and bringing the position to 6,163 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #164.

Paradigm Financial Advisors first reported a position in EEM in Q4 2013 and has held it in 33 quarters since. The position peaked at $513K in Q1 2018. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

  • Paradigm Financial Advisors held 6,163 shares of iShares MSCI Emerging Markets ETF worth $301K as of Q4 2021.
  • Paradigm Financial Advisors bought 684 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $34.4K.
  • iShares MSCI Emerging Markets ETF made up 0.07% of Paradigm Financial Advisors's portfolio in Q4 2021, its #164 holding.
  • Paradigm Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 33 quarters since.
  • Paradigm Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $513K in Q1 2018.
  • 1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.